We provide financial planning and investment management services. We have a fantastic investment management program, with a particular emphasis on Income Strategies for Retirees, as well as long-term Growth for those with more time before retiring.
I love to help people and assist them in acheiving their goals. It's especially gratifying when they feel they better understand their overall finances and how their goals will be achieved.
Experienced and personalized service. Plus Dave Ramsey certified.
I became a client of Sweetwater Financial in December, 2019. I have been quite pleased with their performance. They took the time to understand my financial goals and put together a strategy to help achieve those. They take the time to answer my questions and their quarterly report is informative and provides a clear picture of my financial positions. I feel comfortable working with Brian and the team and would recommend them to others.
Always available to answers questions and help in making investment decisions that aren't always Sweetwater, like NEST 529 or work related 401K, or others. Very professional in obtaining tax related items and now RMD's. I am a long time client and very happy with their performance
Trust. I feel confident putting management of my account in their hands. Thank you to Bryan and his team.
We typically have 2 meetings with prospecitve clients. The first meeting is a time to get to know each other, while also gathering data pertinent to the individual's goals and financial desires.
The second meeting is a time to review the speciifc investment plan, as well as to answer further questions.
I have a Finance degree from the University of Texas at Austin, and in 2004 I became a Certified Financial Planner certificant.